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Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,785 | $102,638-92.4% | $81,991-90.5% | $158,966-95.1% |
| Participation rate | 94.7% | 75.5%+19.2pp | 69.3%+25.5pp | 82.0%+12.8pp |
| Annual return | 21.12% | 61.05%-39.9pp | 41.31%-20.2pp | 302.95%-281.8pp |
| Employer contribution / active EE | $244 | $3,241-92.5% | $2,498-90.2% | $4,762-94.9% |
| Participant deferral / active EE | $1,432 | $4,649-69.2% | $3,722-61.5% | $5,983-76.1% |
| Admin fee / account holder | $163 | $8,237-98.0% | $5,665-97.1% | $11,250-98.6% |